Financial & Accounting Services

Our small business accounting and financial services are specially designed to provide clear information and easy-to-use tools to help small businesses grow. 

As your full-service accountant, we’ll take care of fundamentals like tax preparation, running payroll, compliance, and budgeting. As your business advisor, we’ll create action plans to help you understand your financial gaps, focus on your financial strengths, and identify opportunities for growth. 

We’ll make sure you know your numbers, so you can operate your business with confidence.

Tax Preparation & Tax Planning

Proactive planning is the key to reducing your tax liability and maximizing after-tax income. That’s why we go beyond tax preparation and compliance to provide you with complete tax-saving strategies. Tax services include:

​

• Preparation and filing of federal and state income and payroll tax returns

• Comprehensive tax planning and tax-saving strategies

• IRS representation as needed

• Administration of the Texas franchise tax and all sales taxes

• Tax services for individuals

Strategic Planning & Financial Advising

In addition to giving you the tools to better track your financials, we’ll work with you to create strategies for profitability and long-term growth. This includes: 

​

• Business performance measurement and analysis

• Strategic planning, including goal setting and tracking

• Virtual CFO services

• Regular financial reporting with actionable insights

• Budget planning aligned with your growth goals

Business Accounting Services

Along with taking the burden of basic accounting functions off your plate, we provide timely financial information to help you and your team make informed decisions. Accounting services include:

​

• Accurate bookkeeping, including reconciliation and compliance

• Income statement analysis

• Complete payroll services

• Accounting systems assessment and optimization

• Quickbooks implementation and consulting